Lombard Securities Incorporated

Broker-DealerFINRA MemberEst. 1991

Total AUM

—

Advisory reps

56

Avg account

$0

Firm details

Headquarters: Baltimore, Maryland
CRD number: 27954
Registered since: February 11, 1991
Website: www.golombard.com

Firm profile

FINTRX

Overview

Lombard Securities Incorporated is organized as a corporation and is listed in FINTRX as having been registered with the SEC in 1991. Ownership is noted as individual rather than institutional or corporate-held, and the firm is classified in the dataset as "Unclassified." FINTRX does not provide descriptions of the firm's advisory activities, business lines, or client segments, so publicly available details about the firm's strategy, target clients, or service model are limited.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

3 of 3

William Socha
Co-CEO & CFOCRD 712323
Charles Fox
Co-ceoCRD 1201770
Terry Donlan Welker
Chief Compliance OfficerCRD 2825889

Contacts

3 of 53

Harvey Byrd
Investment Advisor RepresentativeCRD 5202142
Carrie Busse
Investment Advisor RepresentativeCRD 4270168
Arthur Gallo
Financial AdvisorCRD 6999665

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Baltimore, MD

Baltimore City

Location

Baltimore, MD

Headquartered in Baltimore, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area: Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region: South
County: Baltimore City
Address: 1820 Lancaster St
Time zone: ET (UTC-5)
Office locations

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